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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Capital Analysts, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q2 2026)
461
Value
$211.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMP by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026461$211.0K<0.1%+1+0.2%AddedHolders
Q1 2026460$204.0K<0.1%00.0%UnchangedHolders
Q4 2025460$225.0K<0.1%−344−42.8%ReducedHolders
Q3 2025804$395.0K<0.1%+9+1.1%AddedHolders
Q2 2025795$424.0K<0.1%00.0%UnchangedHolders
Q1 2025795$385.0K<0.1%00.0%UnchangedHolders
Q4 2024795$423.0K<0.1%00.0%UnchangedHolders
Q3 2024795$373.0K<0.1%+200+33.6%AddedHolders
Q2 2024595$254.0K<0.1%−208−25.9%ReducedHolders
Q1 2024803$352.0K<0.1%00.0%UnchangedHolders
Q4 2023803$305.0K<0.1%00.0%UnchangedHolders
Q3 2023803$265.0K<0.1%00.0%UnchangedHolders
Q2 2023803$267.0K<0.1%00.0%UnchangedHolders
Q1 2023803$246.0K<0.1%00.0%UnchangedHolders
Q4 2022803$250.0K<0.1%00.0%UnchangedHolders
Q3 2022803$202.0K<0.1%00.0%UnchangedHolders
Q2 2022803$191.0K<0.1%00.0%UnchangedHolders
Q1 2022803$241.0K<0.1%+100+14.2%AddedHolders
Q4 2021703$212.0K<0.1%−80−10.2%ReducedHolders
Q3 2021783$207.0K<0.1%−8−1.0%ReducedHolders
Q2 2021791$197.0K<0.1%00.0%UnchangedHolders
Q1 2021791$184.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.